204 North Winstead Avenue
Life - and retirement - can present many unknowns. Major changes occur over a lifetime, including marriage, births, divorce, and death, among others. Your employment could also likely change during your career, causing shifts to your coverage.
To help provide coverage and peace of mind for these “what ifs,” Wealth Management Strategies can provide a review of your existing insurance policies and provide recommendations for your various coverage options.
Having the perspective of your holistic financial plan and your unique goals and needs, we can help identify potential gaps and determine if you are over- or under-insured with life insurance, Medicare and health insurance, disability and long-term care insurance.
As changes occur in your career or family, you will be faced with decisions about your coverage.
Proper insurance planning means covering for the "what-ifs" in life so that you can have peace of mind that your family is taken care of if something happens to you. Whether it is protecting the home you worked so hard to purchase, the potential liability of creditors and predators in a liability lawsuit, the loss of employment due to disability, or the catastrophic loss of life, we help ensure our clients have a “what-if” plan that not only covers their current needs but turns what most perceive to be a liability into an asset on their personal balance sheet.
Would you benefit from a review of your insurance coverage and opportunities?